- UBS economist Paul Donovan warns of history repeating with recent US banking turmoil caused by small community banks and depositors' panic.
- Silicon Valley Bank's recent collapse shows the need for regulators to scrutinize the riskiness of a bank's depositor base.
- Composition of bond buying base is important for stability as foreign buyers withdraw from US Treasuries.
- Short-term interest rates remain low despite stocks erasing their dip, economic data in first week of month may reveal potential slowdown.
- Betsy Cohen and Matt King discuss tech investments and liquidity drain on Odd Lots podcast.
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Odd Lots: The Buying Base Matters for Banks and Bonds
UBS economist warns of history repeating with US banking turmoil; regulators must scrutinize depositor base; bond buying base is important for stability; economic data in 1st week of month may reveal potential slowdown.